Filed January 2, 2026 (most recent of 4 filings on file)
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,080 | $103,038-17.4% | $90,324-5.8% | $152,909-44.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 10.91% | 95.25%-84.3pp | 78.15%-67.2pp | 345.46%-334.6pp |
| Employer contribution / active EE | $3,080 | $3,141-1.9% | $2,856+7.8% | $4,764-35.4% |
| Participant deferral / active EE | $8,275 | $4,282+93.2% | $3,885+113.0% | $5,851+41.4% |
| Admin fee / account holder | $48,349 | $6,177+682.7% | $5,356+802.8% | $11,601+316.8% |